A detailed history of Liberty Wealth Management LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Liberty Wealth Management LLC holds 62,958 shares of IAU stock, worth $4.85 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
62,958
Previous 62,890 0.11%
Holding current value
$4.85 Million
Previous $3.92 Million 16.83%
% of portfolio
0.68%
Previous 0.64%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025

BUY
$61.62 - $72.77 $4,190 - $4,948
68 Added 0.11%
62,958 $4.58 Million
Q2 2025

Aug 01, 2025

BUY
$56.1 - $64.74 $3.53 Million - $4.07 Million
62,890 New
62,890 $3.92 Million
Q1 2025

May 08, 2025

BUY
$49.74 - $58.96 $8.13 Million - $9.64 Million
163,484 Added 436.6%
200,929 $11.8 Million
Q4 2024

Feb 07, 2025

BUY
$48.37 - $52.65 $1.5 Million - $1.63 Million
30,999 Added 480.9%
37,445 $1.85 Million
Q3 2024

Nov 01, 2024

SELL
$44.06 - $50.5 $4,538 - $5,201
-103 Reduced 1.57%
6,446 $320,000
Q2 2024

Aug 06, 2024

SELL
$42.46 - $45.89 $15,922 - $17,208
-375 Reduced 5.42%
6,549 $288,000
Q1 2024

May 02, 2024

SELL
$37.66 - $42.01 $113,507 - $126,618
-3,014 Reduced 30.33%
6,924 $291,000
Q4 2023

Feb 08, 2024

SELL
$34.47 - $39.34 $1.11 Million - $1.26 Million
-32,068 Reduced 76.34%
9,938 $387,000
Q3 2023

Nov 13, 2023

BUY
$34.99 - $37.48 $16,130 - $17,278
461 Added 1.11%
42,006 $1.47 Million
Q2 2023

Aug 10, 2023

SELL
$36.15 - $38.86 $419,412 - $450,853
-11,602 Reduced 21.83%
41,545 $1.51 Million
Q1 2023

May 03, 2023

SELL
$34.33 - $37.9 $270,932 - $299,106
-7,892 Reduced 12.93%
53,147 $1.99 Million
Q3 2022

Nov 15, 2022

BUY
$30.82 - $34.3 $31,004 - $34,505
1,006 Added 1.68%
61,039 $1.92 Million
Q2 2022

Aug 15, 2022

SELL
$34.31 - $37.62 $10,498 - $11,511
-306 Reduced 0.51%
60,033 $2.06 Million
Q1 2022

May 09, 2022

SELL
$34.0 - $38.98 $475,796 - $545,486
-13,994 Reduced 18.83%
60,339 $2.23 Million
Q4 2021

Feb 15, 2022

SELL
$33.36 - $35.53 $437,483 - $465,940
-13,114 Reduced 15.0%
74,333 $2.58 Million
Q3 2021

Nov 15, 2021

SELL
$32.85 - $34.83 $533,812 - $565,987
-16,250 Reduced 15.67%
87,447 $2.93 Million
Q2 2021

Aug 13, 2021

SELL
$32.9 - $68.08 $111 Million - $231 Million
-3,388,693 Reduced 97.03%
103,697 $3.49 Million
Q2 2021

Aug 13, 2021

BUY
$32.9 - $68.08 $115 Million - $238 Million
3,492,390 New
3,492,390 $104 Million

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $65.3B
More about IAU
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.